Finance operations workspace for sole traders, freelancers, bookkeepers, and small businesses

Receipts, invoices, payroll, and timesheets in one affordable finance workspace

Collect tax-ready records, track invoices and payments, run payroll, approve timesheets, and export bookkeeper-friendly evidence from one practical workspace.

Start with the module you need today. Add more when your business grows, and keep historical records readable if billing changes.

Never lose a tax receipt
Sales invoices and receivables
Payroll runs and timesheets
GST/BAS and tax-ready exports
InvoSmart Tax finance workspace ecosystem for receipts, invoices, payroll, and timesheets

Business Operations Bundle

Receipts, sales, payroll, and timesheets connected.

Tax-ready exports

Modules for real finance operations

Choose the workflow you need now, then add tax receipt management, sales invoices, payroll runs, and timesheet approvals as your operations grow.

Expense Receipt module preview

Expense Receipt

Expense Receipt

Collect receipts and supplier invoices from email, paper, PDF, and image uploads, then export tax-ready records.

  • Forward, scan, or upload receipts
  • Keep original source files
  • Export fiscal-year evidence packs
Explore module
Sales Invoice module preview

Sales Invoice

Sales Invoice

Create quotes and invoices, manage customers, track payments, and keep receivables visible.

  • Quotes and invoice templates
  • Send invoices from the app
  • Due-soon, overdue, and partial payments
Explore module
Payroll module preview

Payroll

Payroll

Manage employees, prepare pay runs, review payroll inputs, and keep payslip/report history organised.

  • Employee profiles and pay inputs
  • Payroll runs and payslips
  • Reports and bank payment export
Explore module
Timesheet module preview

Timesheet

Timesheet

Assign tasks, collect staff time, approve work, and bridge approved hours into payroll review.

  • Tasks and staff assignments
  • Time logging and approvals
  • Approved hours for payroll
Explore module

Business Operations Bundle

What the bundle connects

All four core workflows in one workspace: Expense Receipt, Sales Invoice, Payroll, and Timesheet.

Receipts to records

Capture source evidence, classify tax details, and export bookkeeper-friendly packs.

Sales to cashflow

Create quotes and invoices, track receivables, partial payments, and overdue follow-up.

Time to payroll

Approve staff time, review payroll inputs, and keep pay run history organised.

One source of truth

Bundle connects all four modules while add-ons stay tied to active paid base modules.

Audit-ready records

Keep original source files, email traceability, review status, and export history together.

Original file retention

Receipt PDFs, images, email evidence, and generated export packs stay linked to the record.

Email tracking

See inbound status, duplicate handling, attachments, and source traceability for receipt forwarding.

Read-only if billing lapses

Historical records remain available. Create and write actions require an active writable module.

Simple module pricing. Start with one, bundle when you need everything.

Expense Receipt starts at USD 6.99/month, Sales Invoice at USD 9.99/month, Payroll at USD 14.99/month, Timesheet at USD 6.99/month, or get all four with Bundle for USD 27.99/month.

Free trial

Expenses Free Trial

For trying daily receipt collection

Free

Try collecting receipts from email, PDF, image upload, and paper photos before choosing a paid module.

  • 14-day trial
  • Capture up to 20 receipts
  • 1 receipt forwarding alias
  • PDF/image upload and receipt review
  • Limited export for testing

Trial is not a paid base plan and does not unlock add-ons.

Start free trial

Tax Evidence & Expenses

For anyone who needs receipts organised for tax

USD 6.99/month

Forward, scan, upload, review, classify, deduplicate, and export receipts and supplier invoices for tax.

  • Friendly alias for forwarded receipts
  • Scan paper receipts or upload PDFs/images
  • Original source file retention
  • Vendor, category, and tax treatment
  • Duplicate, missing source, and needs-review checks
  • CSV/PDF/ZIP evidence export

Includes 1 friendly receipt alias.

Choose Expenses

Quotes, Invoices & Receivables

For service sales and collections

USD 9.99/month

Create quotes and invoices, track customers, record partial payments, and improve receivables visibility.

  • Quotes and invoices
  • Accepted quote conversion
  • Customer records and balances
  • Receivables and overdue follow-up
  • Manual and partial payments
  • Sales tax and GST/BAS reporting support
Choose Sales

Payroll & Employee Pay Runs

For employee payroll operations

USD 14.99/month

Manage employee profiles, pay inputs, pay run review, payslip workflows, reports, and run history.

  • Employee profiles
  • Pay run workflow
  • Ordinary hours, OT, bonus, and inputs
  • Bank and payment details
  • Payslip export/email workflow
  • Payroll reports and history
  • Shared employee seat model
Choose Payroll

Staff Time & Tasks

For team time tracking

USD 6.99/month

Assign tasks, collect staff time, approve entries, and bridge approved hours into payroll reviews.

  • Tasks and assignments
  • My Timesheet workflow
  • Staff task status updates
  • Manager approvals
  • Staff access management
  • Payroll bridge for approved time
Choose Timesheets
Recommended

Business Operations Bundle

For full finance operations

USD 27.99/month

Includes Expenses, Sales, Payroll, and Timesheets in one workspace for connected finance operations.

  • All four core modules included
  • Shared employee capacity across Payroll and Timesheets
  • Receipts, receivables, payroll, and time in one workspace
  • GST/BAS and tax-ready export workflows
  • Best for full finance operations workflows
  • Historical records remain available if billing changes

Bundle includes all modules. Manage the bundle as one plan.

Choose Bundle

Add-ons

Extend capacity only when the base module is active

Add-ons never unlock base module access by themselves. Free trial users upgrade the module first.

Friendly receipt aliases

USD 3.99/month

Requires paid Tax Evidence & Expenses

Timesheet staff seats

USD 1.50/month

Requires paid Staff Time & Tasks

Payroll employee seats

USD 1.50/month

Requires paid Payroll & Employee Pay Runs

Secure billing via Stripe
Change modules as your business grows
Add-ons require an active paid base module
Historical records remain readable if billing lapses

Workflows you can run from one workspace

Choose the finance workflow you need today, then add more modules when your records, customers, payroll, or staff time need to connect.

Capture tax receipts

Forward receipts, scan paper records, upload PDFs/images, and preserve original source files.

Send quotes and invoices

Create quotes, use invoice templates, send invoices from the app, and track payment status.

Manage payroll and staff time

Review employees, pay inputs, timesheets, approvals, payslips, and payroll readiness.

Export tax-ready records

Export fiscal-year reports, original receipt ZIPs, sales tax summaries, and payroll records.

Built for real workflows

InvoSmart Tax is designed for people who need clean records, faster review, and fewer missing details across receipts, sales, payroll, and staff time.

Individuals and families use case

Individuals and families

Keep everyday receipts, invoices, warranties, and tax-time evidence in one searchable place.

  • Forward receipts from any inbox
  • Upload receipt photos
  • Export records for tax time
Read use case
Freelancers use case

Freelancers

Capture work receipts, send client quotes and invoices, track income, and export clean evidence.

  • Collect supplier receipts
  • Create quotes and invoices
  • Track income and payments
Read use case
Sole traders use case

Sole traders

Keep customer billing, supplier receipts, receivables, and GST/BAS review records in one practical workflow.

  • Supplier evidence
  • Customer balances
  • GST/BAS support
Read use case
Small business owner use case

Small business owner

Run vendor, customer, receivable, payroll, and staff-time admin without a heavy suite.

  • Review vendor expenses
  • Follow receivables
  • Bridge approved time to payroll
Read use case
Bookkeeper or accountant use case

Bookkeeper or accountant

Review source files, tax categories, GST/BAS evidence, and export history faster.

  • Original files linked
  • Needs-review flags
  • CSV/PDF/ZIP handoff
Read use case
Owner or manager with staff use case

Owner or manager with staff

Assign tasks, collect timesheets, approve work, and keep payroll readiness visible.

  • Staff task workflows
  • Approvals before payroll
  • Capacity add-ons
Read use case

New workflow highlight

GST/BAS and tax-ready exports without the scramble

Keep source files, vendor classification, customer activity, payroll history, and timesheet approvals close to the workflow that created them.

  • Expenses keeps original source files, email evidence, and export packs together.
  • Sales connects quotes, invoices, receivables, customers, and payment tracking.
  • Payroll and Timesheets stay separate but can work together when both modules are active.

Built for faster tax workflows and stronger record compliance

From snapped receipts to tax-ready reports in a secure, encrypted workflow

Eliminate manual admin, centralize every invoice and receipt, and generate clean export-ready records with full source traceability.

Snap receipts

Capture receipts and invoices instantly from mobile or desktop.

AI extracts details

Invoice data, supplier names, dates, totals, and tax fields are captured automatically.

Store securely

Every file is encrypted, securely stored, and organized in one workspace.

One-click tax reports

Export clean, structured records for accountants, finance teams, and tax lodgement.

Audit-ready. 80% less admin

Stay compliant and keep source-linked records ready whenever they are needed.

Less admin

Up to 80% time saved

Better accuracy

Cleaner structured data

Stronger trust

Encrypted cloud storage

Ready anytime

Audit-ready records

Tax-ready exports
Secure evidence storage
Email traceability
Built for individuals and business operators
Centralised, audit-friendly records

Still chasing receipts, invoices, and payments across too many places?

InvoSmart Tax turns common finance admin friction into focused workflows for receipts, sales invoices, payroll, timesheets, and tax-ready exports.

Receipts are scattered everywhere

Email inboxes, photos, PDFs, paper receipts, and downloads never stay in one place.

Customer invoices take too long

Quotes, invoice templates, customer details, sending, and payment follow-up are split across tools.

Overdue payments are easy to miss

Due-soon invoices, overdue balances, partial payments, and manual payments need one clear view.

Payroll and timesheets are disconnected

Staff hours, tasks, approvals, pay inputs, and payslips are hard to keep ready before pay day.

Tax-time exports become stressful

Bookkeepers need original files, categories, fiscal-year reports, and clean handoff packs.

Your invoice workspace, at a glance

A focused document workspace designed for real evidence workflows, not another generic admin dashboard.

InvoicesCurrent fiscal year
Forward invoices to: alex-ledger@receipts.invosmarttax.com
Receipt addressalex-ledger@receipts...FY 2025-26Imported newest
Amazon Web Services12 Mar 2026$347.20 Email Verified
Home Depot08 Mar 2026$18.68 Upload Verified
Zoom01 Mar 2026$129.99 Email Review
Costco Wholesale25 Feb 2026$78.40 Email Verified
RunPod20 Feb 2026$27.67 Upload Verified
5 invoices and receipts - $601.94 total Export as CSV, PDF, or ZIP

Email Ingestion

Invoice received from Zoom

9:41 AM

Details verified - $129.99, invoice number matched

9:42 AM

Added to FY 2025-26 workspace

9:42 AM

Awaiting manual review

Pending

Source Traceability

Originbilling@zoom.us
Received01 Mar 2026, 9:41 AM
Invoice #ZM-2026-0312
Evidence Linked

Ready to export?

Download a complete evidence bundle for your accountant, finance team, or annual filing pack.

Built for real invoice and receipt workflows

Trusted by people who want cleaner, faster tax-evidence handoff

Less inbox searching, cleaner records, and more confidence when it is time to export evidence for finance teams, accountants, or tax agents.

Olivia, Independent Consultant, InvoSmart Tax customer story portrait

Olivia

Independent Consultant

I used to search across personal email, work email, and downloads every quarter. Now invoices and receipts land in one place and export cleanly when I need them.
Marcus, Small Business Owner, InvoSmart Tax customer story portrait

Marcus

Small Business Owner

The biggest win is source traceability. I can quickly confirm where a receipt came from, whether the original evidence is still attached, and what was already reviewed.
Sophie, Freelancer, InvoSmart Tax customer story portrait

Sophie

Freelancer

I forward invoices from different inboxes and upload paper receipts from my phone. It feels much more organised than keeping screenshots and PDFs in random folders.
Daniel, Contractor, InvoSmart Tax customer story portrait

Daniel

Contractor

At tax time I just want one evidence pack that is easy to hand over. This gives me a clean workflow instead of last-minute searching and renaming files.
Alex, Agency Operator, InvoSmart Tax customer story portrait

Alex

Agency Operator

The review flow is practical. We can catch missing details early, clean up the records, and keep a proper history before anything goes to finance or our accountant.
James, Sole Trader, InvoSmart Tax customer story portrait

James

Sole Trader

What I like most is speed. I can capture invoices and receipts as I go, then export a proper year-end bundle without rebuilding everything from scratch.
Olivia, Independent Consultant, InvoSmart Tax customer story portrait

Olivia

Independent Consultant

I used to search across personal email, work email, and downloads every quarter. Now invoices and receipts land in one place and export cleanly when I need them.
Marcus, Small Business Owner, InvoSmart Tax customer story portrait

Marcus

Small Business Owner

The biggest win is source traceability. I can quickly confirm where a receipt came from, whether the original evidence is still attached, and what was already reviewed.
Sophie, Freelancer, InvoSmart Tax customer story portrait

Sophie

Freelancer

I forward invoices from different inboxes and upload paper receipts from my phone. It feels much more organised than keeping screenshots and PDFs in random folders.
Daniel, Contractor, InvoSmart Tax customer story portrait

Daniel

Contractor

At tax time I just want one evidence pack that is easy to hand over. This gives me a clean workflow instead of last-minute searching and renaming files.
Alex, Agency Operator, InvoSmart Tax customer story portrait

Alex

Agency Operator

The review flow is practical. We can catch missing details early, clean up the records, and keep a proper history before anything goes to finance or our accountant.
James, Sole Trader, InvoSmart Tax customer story portrait

James

Sole Trader

What I like most is speed. I can capture invoices and receipts as I go, then export a proper year-end bundle without rebuilding everything from scratch.
Product demo

Watch the full invoice-to-export flow in under 90 seconds

See how users forward invoices, capture receipt photos, review extracted details, and export clean evidence packs without last-minute tax stress.

Forward from any inbox, upload photo receipts, and keep every source file traceable in one central workspace.
Filter by fiscal period or receipt address, then export CSV, PDF, or ZIP evidence packs with confidence.

Security and trust, built into daily workflow

Save time, reduce missing evidence, and keep invoice and receipt records in a centralised workflow that feels clear and professional.

Security highlights

Clear evidence controls, built for real tax workflows

Secure cloud storage

Keep invoice and receipt evidence in one protected workspace instead of losing files across inboxes and downloads.

Source-linked records

Every document stays connected to its origin so users can verify where each invoice or receipt came from in seconds.

Evidence traceability

Track import date, tax date, review status, and export history so accountants and tax agents receive clean evidence.

Reliable export history

Rebuild year-end evidence packs quickly with a complete audit trail of what was exported and when.

Built for tax workflows

Designed for individuals, sole traders, and teams that need clearer records before annual tax filing deadlines.

Trusted billing experience

Transparent plan details and clean billing flows help users feel confident when choosing and managing subscriptions.

Business-ready evidence segmentation

Business workspaces can separate evidence by receipt address while staying under one accountable owner workflow.

Protected records

Centralised evidence remains easier to control, verify, and share across tax and finance workflows.

Privacy-aware by design

Clear privacy language and practical controls help users trust the platform before uploading sensitive documents.

Payment confidence

Straightforward pricing, visible support, and professional legal pages reduce checkout hesitation.

Trust and compliance language that matches the product

InvoSmartTax is built around source traceability, controlled billing access, and practical record retention for finance workflows.

Audit-ready records

Invoices, receipts, email attempts, review status, and export history are designed to stay linked so evidence is easier to explain later.

Original source retention

Original PDFs, images, email evidence, and generated export packs remain tied to the record instead of becoming loose files in a folder.

Email tracking

Receipt forwarding includes status visibility for inbound email, attachments, duplicate handling, parsing results, and source traceability.

Clear billing guardrails

Historical records remain readable if a paid module lapses, while create and write actions require an active writable module.

Billing and access guardrails

No surprise add-on billing without a paid base module

  • Free Trial is clearly labelled and does not count as a paid base module.
  • Add-ons require the matching paid base module: Expenses aliases, Timesheet staff seats, or Payroll employee seats.
  • The Business Operations Bundle includes Expenses, Sales, Payroll, and Timesheets.
  • Inactive or expired paid modules keep historical records readable, but new create/write workflows are blocked until renewal.
  • Cancellation scheduled access remains active until the paid-through date.

Plain-language promise

Keep records understandable

The landing page avoids claiming tax lodgement or full accounting replacement. It explains what InvoSmartTax does: organise evidence, sales, staff time, payroll workflows, and billing access in a focused SaaS workspace.

Tax guides and recordkeeping articles

Practical tax content that builds trust before signup

Help people understand deductions, receipts, audit-ready records, and clean tax workflows before they ever touch a spreadsheet.

Frequently asked questions about invoice tracking and receipt management

Quick answers for people comparing tools for invoice tracking, receipt management, tax tracking, and cleaner expense records.

Mobile app download

Scan to install when mobile builds are ready.

Capture receipts on the go, then keep every invoice and receipt connected to the same secure tax workspace.

Soon

Download for Android

APK link will be added when the Android build is ready.

QR coming soon
Soon

Download for iPhone

iPhone link will be added when the iOS build is ready.

QR coming soon

Start your finance operations workspace today

Collect tax receipts, send invoices, track receivables, run payroll, approve timesheets, and hand over cleaner records to finance or tax professionals year-round.

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